Atlas
Buyer

Merrill

Bank of America integration unlocks lending + cash management at scale.

Sector footprint

One company, every side of the market

WealthThis site
Merrill

Bank of America integration unlocks lending + cash management at scale.

Capability matrix

CapabilityMerrill
managed●
planning●
lending●
alts●
banking●

Parent organization

Merrill

Founded

Not yet sourced

Scale

$3.2T AUM

Companies alongside it

Peers grouped as wirehouse — the nearest comparables in the same part of the market.